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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (816)	2/15/2022 3:00:06 PM
From: chowder	Respond to of 21711

Re: Young Folk Portfolio -- Add On Buys. Today I added to TROW, WSM and DHI. There was nothing fancy with regard to earnings surprises or analyst ratings involved with any of the positions, it was simply a "buy the dip" purchase on three positions that are underweight and need to be built up in size. TROW has corrected 34.64% from its recent high, that's a dip. WSM has corrected 31.17%. DHI has corrected 23.36%. Generally speaking, when I see 20% corrections in companies I wish to hold long term, I'm adding to them.

To: chowder who wrote (816)	2/24/2022 4:56:12 AM
From: chowder	3 Recommendations Recommended By MinionMom&MarineWife mmarra200 The Beard Read Replies (2) \| Respond to of 21711

Re: YOUNG FOLK PORTFOLIO ... UPDATED 2/23/22. This portfolio, formally known as Project $3 Million went public in 2009 with $42,205. Portfolio Objective: $3 Million Income Objective: $120k/year Time To Retirement: 40 years $500/mo. contribution. Has been raised to $600 monthly. This portfolio is now in its 13th year and here are the latest numbers: ------------------- TO STAY ON SCHEDULE - Year End 2022 Results Needed To Be: Year End 2022 - $261,952 Currently - $305,359 Year End 2022 - $3,672 Currently - $7,632 Both Portfolio Value and Dividend Cash Flow objectives have already exceeded year end 2022 objectives. ------------------ WHERE THE PORTFOLIO STANDS:: Portfolio balance ... $305,359 Annual dividends ... $7,632 (forward 12 mos.) Portfolio yield ..... 2.50% Dividend Growth 5 years ... 7.5% Chowder Number ... 10.00 Holdings ... 62 Beta ... 0.80 A full position = $4,000 each. -------------------- Combined Portfolio (taxable and Roth accounts) CONSUMER DISCRETIONARY -- 21% of portfolio value. McDonald's - MCD .......... $11,463 Target - TGT .................... $9,397 Home Depot - HD ........... $8,772 Dollar General - DG ........ $7,850 Nike - NKE ...................... $7,046 Tesla - TSLA ................... $6,876 Starbucks - SBUX .......... $2,372 D. R. Horton - DHI .......... $2,188 Tractor Supply - TSCO ... $1918 INFORMATION TECHNOLOGY -- 17% of portfolio value. Automatic Data Processing - ADP .. $10,292 Microsoft - MSFT ............................ $9,809 Mastercard - MA ............................. $8,365 Apple - AAPL .................................. $5,288 NVIDIA - NVDA .............................. $4,926 KLA Corporation - KLAC ................ $3,094 Broadcom - AVGO ......................... $2,834 Texas Instruments - TXN ............... $2,158 HEALTHCARE - 16% of portfolio value. Johnson & Johnson - JNJ .......... $10,338 Abbott Laboratories - ABT .......... $9,217 Anthem - ANTM .......................... $7,086 Abbvie - ABBV ............................ $4,322 Thermo Fisher Scientific - TMO .. $4,230 Eli Lilly - LLY ............................... $2,383 Stryker - SYK ............................. $2,031 STERIS plc - STE ...................... $2,025 CONSUMER STAPLES - 14% of portfolio value Pepsi - PEP ......................... $10,029 Procter & Gamble - PG ....... $8,601 Sysco - SYY ........................ $5,206 Costco - COST ................... $4,939 McCormick & Co. - MKC .... $2,584 Coca-Cola - KO .................. $2,551 General Mills - GIS ............. $2,396 Kimberly-Clark - KMB ......... $2,123 Hershey - HSY ................... $2,031 INDUSTRIALS - 14% of portfolio value. Lockheed Martin - LMT ..... $12,144 Deere & Co. - DE .............. $9,793 Norfolk Southern - NSC .... $6,646 Caterpillar - CAT ............... $3,903 Cintas - CTAS ................... $2,547 Parker - Hannifin - PH ...... $2,325 Boeing - BA ...................... $1,964 UTILITIES - 8% of portfolio value. Southern Co. - SO ..................... $7,869 NextEra Energy - NEE .............. $6,823 Duke Energy - DUK .................. $4,049 American Water Works - AWK .. $2,824 FINANCIALS - 4% of portfolio value. Morgan Stanley - MS ........... $2,619 S&P Global - SPGI .............. $2,614 Prudential Financial - PRU .. $2,379 T. Rowe Price - TROW ........ $2,242 COMMUNICATIONS - 3% of portfolio value. Alphabet - GOOGL ... $5,104 AT&T - T ................... $2,139 Telus - TU ................. $2,068 REAL ESTATE - 2% of portfolio value. Realty Income - O ... $5,911 MATERIALS - 2% of portfolio value. Sherwin-Williams - SHW ................... $3,116 Air Products and Chemicals - APD ... $2,112 ENERGY - 0% of portfolio value. ---------------------------- Closed End Funds - CEF's (not included in percentages above) Calamos Strategic Total Return - CSQ ...... $5,708 Reaves Utility Income - UTG ..................... $5,699 PIMCO Corporate Income - PTY ............... $4,066 Black Rock Science & Technology - BST .. $3,916 Virtus Allianz GI AI & Technology - AIO ..... $3,782 Liberty All-Star Growth - ASG .................... $2,043 -------------------------- HIGHLIGHTS FROM LAST UPDATE -- 2/13/22 HD increased the dividend 15% TMO increased the dividend 15% NEE increased the dividend 10% SHW increased the dividend 9.1% KO increased the dividend 4.8% ----------------------- TOP 5 GROWTH (will be allowed to grow, no position size limit) MSFT - HD - COST - SHW - TMO TOP 5 CORE: JNJ - O - PG - PEP - LMT